Documents are the lifeblood of every organization. But most teams struggle with document management because they've never been shown the right way to handle them—from initial draft through final archive.
Document Lifecycle Essentials teaches your team how to manage documents effectively across their entire lifecycle. With 30 beautifully designed workflow cards and a complete companion manual, you'll master drafting, collaboration, approvals, publishing, archiving, and retention—so your documents stay accurate, compliant, and discoverable.
- 30 high-resolution workflow cards (PDF print format)
- Comprehensive companion manual with lifecycle best practices
-
How to use your cards guide
Sample Workflows:
- Save draft files
- Create from templates
- Collaborate on documents
- Request approvals
- Publish final versions
- Archive documents
- Manage retention
- Clean up old files
- And 22 more
Perfect For:
- Document-heavy teams
- Compliance and governance professionals
- IT admoinistrators
- Organisations improving document management
- Anyone managing multiple document versions
Part of Microsoft 365 Essentials - Workflow Cards Collection
